Headlines

DoL Update & Preparation Tips from
MDRT Top of the Table Advisor, Jason L. Smith

April 14, 2017

Documentation is key in a post-DoL Rule world, and we need to start preparing and implementing processes now.

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Real Wealth is Now TURNKEY – Plus a fresh new look!

April 7, 2017

“Thank you for streamlining this valuable service to the point that it’s almost effortless on the users part!” – Attendee Monica Boyd

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Forecasting Retirement with Curtis Cloke

February 28, 2017

“I’ve never seen anything like this before, it’s awesome!” – Attendee Jeff Duncan Not only is Curtis a 10 year MDRT Top of the Table Advisor,…

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NAIFA’s Judi Carsrud Explains DoL Rule Delays and NAIFA’s Next Moves

March 10, 2017

“The NAIFA update on the DOL was very valuable & insightful!” – Attendee Albert Kirchner  

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2 in 1! – How HRAs can save you $5,984/yr + IT Security and best practices

February 10, 2017

“I had thought that HRAs for sole proprietors were dead!  Thanks for the great info so I can revisit potential recommendation of HRAs to applicable…

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FSI’s David Bellaire Gives DoL Update After Texas Ruling & Trump Memorandum

“Excellent, timely overall update to DOL Fiduciary Rule!” – Attendee Joe Anthes

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NAIFA’s Government Relations Team Provides DoL Update

January 13, 2017

“Good to hear that the DoL Rule is not final!” – Attendee Deb Brown

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Larry Rybka Gives DOL Update

December 9, 2016

“Thank you for the latest details of the DoL Rule!” – attendee Kris Olsen

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Post-Election DOL Update!

November 11, 2016

“DOL update was great. It continues to be timely and helpful!” – attendee Mark Rogers

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Celebrating 500 Episodes!

October 20, 2016

Cue the fireworks! We just aired the 500th episode of our Real Wealth® podcast! 😱 We are so grateful to all the amazing guests who…

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